See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $28,803 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,617 |
ADP BROKER-DEALER7+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,194 | $79,428+21.1% | $106,548-9.7% | $79,386+21.2% |
| Participation rate | 92.4% | 74.1%+18.3pp | 76.1%+16.3pp | 70.7%+21.7pp |
| Annual return | 15.72% | 18.27%-2.6pp | 26.80%-11.1pp | 116.85%-101.1pp |
| Employer contribution / active EE | $1,485 | $2,234-33.5% | $2,819-47.3% | $2,427-38.8% |
| Participant deferral / active EE | $4,867 | $3,823+27.3% | $4,398+10.7% | $4,046+20.3% |
| Admin fee / account holder | $621 | $523+18.7% | $7,407-91.6% | $626-0.9% |